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FFFP: Military and Financial Planning

February 5 @ 10:00 am - 12:00 pm

Join us for an online seminar on financial planning for active-duty, reservists, veterans, and military retirees.

Our panel of speakers will cover the following topics:

  • Financial Planning for Active Duty, Reservists, Veterans, and Military Retirees
    An overview of benefits and decisions regarding:

    • Survivor Benefits Plan (SBP)
    • VA Disability Determination
    • Life Insurance to replace SGLI
    • Medical Insurance, including TriCare for Life
    • Dental Insurance
    • New FEDVIP
    • Social Security Retirement Age Decision
    • Medicare
  • Life Insurance, Annuities and Calculating a Post-Retirement Budget
  • The Intersection of Military and Federal Benefits
  • Military Survivor Benefit Plans and Special Needs Trusts
  • Survivor Benefit Plan to provide portion of your retired pay
  • Why setting up a Special Needs Trust is essential for SBP beneficiaries with disabilities

Our Panel of Presenters:

Young Park
Relationship Manager – Team Lead
AAFMAA Wealth Management & Trust

Jenny Campbell
Member Benefits – Team Lead
AAFMAA Wealth Management & Trust

Ron Shilling, USN (Ret)
Norfolk Regional Manager and Educator
Navy Mutual Aid Association

Tia Marsili
Director of Trusts
The Arc of Northern Virginia

Register for the webinar here



February 5
10:00 am - 12:00 pm
Event Category: